partner
Stephanie is actively involved in the family’s philanthropic initiatives, community partnerships, and broader family enterprise activities. She plays an important role in supporting long-term family stewardship and values-driven initiatives across the organization.
Leadership
Managing partner
Dave provides strategic leadership and oversight across the family enterprise, with a focus on long-term investments, estate planning, business development, and multigenerational stewardship. He works closely with affiliated businesses, investment partners, and strategic initiatives to support the continued growth and legacy of the family platform.
Director of operations
Kailey oversees day-to-day family office operations, including administrative coordination, strategic projects, property oversight, and operational support across the family enterprise ecosystem. She also focuses on building modern systems and processes to support the continued growth and efficiency of the platform.